David Katz

David Katz is the president and chief investment officer of Matrix Asset Advisors, which he co-founded in 1986. Prior to co-founding Matrix, he worked at Management Asset Corp. in the research and portfolio management areas. At Matrix, Katz chairs the Investment Policy Committee. Katz is a CFA charterholder who appears frequently as a guest on CNBC, Bloomberg Television and Radio and WCBS-AM in New York. He graduated summa cum laude from Union College with a Bachelor of Arts degree in economics. He received a Master of Business Administration degree, with a concentration in finance, from New York University Graduate School of Business in 1987, graduating with distinction. His numerous works on value investing earned him various awards and distinctions at the undergraduate and graduate levels.

Recent Articles By The Author

Fixed Income Trading Boosts MS, GS Results

Fixed Income Trading Boosts MS, GS Results

Strong capital and cost controls also helped the investment banks' fourth-quarter results.

Big 3 Banks Point in the Right Direction

Big 3 Banks Point in the Right Direction

Wells Fargo, JPMorgan Chase and Bank of America booked solid net interest margins in 4Q.

Your Portfolio: Where You Want Visa to Be

Your Portfolio: Where You Want Visa to Be

The company's margins and cash flows are unbelievably attractive.

Teva May Have Found a Cure for Last Year

Teva May Have Found a Cure for Last Year

This pharma company is still making lots of money and its stock is too cheap to pass up.

3 Takeover Candidates in the Drug Space

3 Takeover Candidates in the Drug Space

Potential acquirers include Gilead Sciences, Johnson & Johnson, Pfizer, Merck and Novartis.